2023 Form 5500 filing — Local Union 598 Supplemental Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250715202034NAL0001898179001) for Local Union 598 Supplemental Pension Plan, reported by Trustees, Local Union 598 Supplemental Pension Plan under EIN 93-1069859 and plan number 001. It reports 1,076 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715202034NAL0001898179001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees, Local Union 598 Supplemental Pension Plan
- EIN
- 93-1069859
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 1,076
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $142,516,759
- Total liabilities (EOY)
- $108,737
- Net assets (EOY)
- $142,408,022
- Employer contributions
- $9,847,995
- Total income / additions
- $37,390,795
- Benefits paid
- $7,282,337
- Administrative expenses
- $313,964
- Total expenses
- $7,596,301
- Net increase / (decrease)
- $29,794,494
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Pension Services | NONE | $89,483 | not reported in the loaded dataset |
| Benesys, Inc | NONE | $77,604 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $41,324 | not reported in the loaded dataset |
| Marsh And Mclennan Agency LLC | NONE | $36,809 | not reported in the loaded dataset |
| Highland Capital Management | NONE | $19,225 | not reported in the loaded dataset |
| U.S. Bank | NONE | $12,360 | not reported in the loaded dataset |
| Turner, Stoeve & Gagliardi, P.S. | NONE | $9,529 | not reported in the loaded dataset |
| Iron Creek Tax And Consulting | NONE | $8,837 | not reported in the loaded dataset |
| Travelers Insurance | NONE | $8,665 | not reported in the loaded dataset |